See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,090 | $84,487-64.4% | $125,339-76.0% | $66,914-55.0% |
| Participation rate | 56.8% | 76.4%-19.6pp | 82.4%-25.5pp | 69.8%-13.0pp |
| Annual return | -11.51% | -8.39%-3.1pp | 572.05%-583.6pp | 1.58%-13.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,653 | $6,781+27.6% | $7,446+16.2% | $4,237+104.2% |
| Admin fee / account holder | $2,792 | $685+307.6% | $10,010-72.1% | $593+370.6% |